Skill UI

Automate Ramp corporate finance ops: query transactions, reimbursements, cards, and user data for accounting, expense reviews, and ERP sync readiness across departments.

Automates Xero bookkeeping by managing invoices, contacts, payments, bank transactions, and chart-of-accounts workflows through toolkit actions, ideal for small businesses needing cloud-enabled accounting updates.

This guide walks users through verifying the complete setup of their Fondo account. It covers essential financial checks, including synchronizing bank transactions, reviewing automated transaction categorization (payroll, software, office), and confirming eligibility and data needed for R&D tax credits. Use this when initially setting up or auditing your core financial data flow.

A comprehensive guide to diagnose and resolve common operational issues within the Fondo platform. It provides step-by-step solutions for sync failures (bank transactions, payroll data), expense categorization errors, and complex R&D tax credit qualification problems. Ideal for finance teams and small business owners needing to maintain data integrity and compliance.

This reference architecture outlines a comprehensive financial stack for startups. It centralizes core financial functions—including banking (Mercury), payroll (Gusto), revenue/expense tracking (Stripe/Brex), and advanced bookkeeping/tax services (Fondo)—into a unified data flow. It helps founders and finance teams manage everything from daily transactions to monthly closing, tax filings (like R&D credits), and generating board reports efficiently.

This workflow integrates with the Ramp API to manage corporate card transactions and expenses. It allows users to list, filter, and retrieve detailed transaction data, and crucially, sync these expenses directly to an accounting system (ERP). The process includes mapping transactions to general ledger accounts, making it ideal for finance teams handling expense reconciliation and accounting processes.